This was posted up on an NVX thread. Must read IMO if anyone ever doubts graphites future...
It highlights the requirements for EVs and the downstream effects, especially graphite and how poor a state the US is in for raw materials.
They are very concerned about sourcing graphite this decade, as its currently the only viable anode material that can be used at scale in current battery applications.
RNU should do well just on the hype coming out of the US, even better once we hit them key milestones.
https://aheadoftheherd.com/2-85-trillion-in-new-us-spending-bolsters-bull-market-in-electrification-decarbonization-metals/
General Discussions, page-2452
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